Simple, professional tax support — and smarter financial decisions.
Smart Money Made Simple
Smart Money Made Simple provides tax preparation, tax planning, and practical financial tools for individuals and small business owners who want clarity and confidence, not confusion.
ABOUT THE OWNER
Trusted tax expertise you can rely on.
I’m Kimberly T. Mitchell, a tax professional with more than 21 years of corporate tax experience, specializing in State and Local Tax (SALT) compliance across multi-state organizations.As a Senior Tax Manager, I’ve managed millions in tax obligations, led audits across 160+ jurisdictions, and delivered meaningful tax savings for large, complex organizations. Today, I bring that same level of precision and strategic thinking to individuals and small business owners who want clear, reliable tax guidance—without the overwhelm.I hold an MBA in Corporate Finance and am a PTIN-certified tax preparer. Based in Maryland, I work with clients nationwide.I’ve spent two decades doing this at the Fortune 500 level. Now I bring that same expertise to you.
What I help with
Tax support designed around your situation
Whether you're filing as an individual or managing income from multiple sources, I provide straightforward tax preparation and planning with clear next steps — no confusion, no guesswork.
Individual and small business tax preparation
Personalized tax planning and strategic guidance
Support for multiple income sources (W-2, 1099, freelance, side income)
Simple. Professional. No fluff.
THE PROCESS
What to expect when we work together
I guide you through each step of the tax process — from your initial consultation to filing — so you always know what’s needed, what’s next, and when to expect results.
Initial consultation to understand your tax situation
Secure document checklist with a clear timeline
Return review, filing, and next steps explained
Clear communication. No surprises. No tax-speak.
ADDITIONAL OPTIONS
More ways to get support — on your terms
If you’re not ready for one-on-one tax services, I also offer simple personal and small-business financial tools you can use on your own — plus trusted tax software options for DIY filers.
Financial Tools & TemplatesPractical financial templates and tools for budgeting, tracking, and planning — designed to be simple and actually usable.
DIY Tax Filing
Prefer to file on your own? Use my trusted tax software recommendation and file confidently.
NEXT STEPS
Let’s make your next move simple
Whether you’re ready to book a consultation or just exploring your options, the next step is simple. Schedule a consultation to discuss your situation and determine the best path forward.